Chart of the Day: Déjà vu for merchant power producers as soft demand creates supply glut
Supplies in day ahead market are far exceeding demand
IndiGo tightens its grip over domestic market as Tata grapples with Air India
Akasa Air continues to see high occupancy levels
RBI’s crystal ball badly needs polishing
A string of large GDP forecast errors raises questions about the RBI’s economic models and their policy implications
Banks are between a rock and a hard place on policy transmission
MSME borrowers have come under strain and banks have begun to increase the spread on loan rates to capture credit risk
Decoding Q1 GDP numbers
The chief economist of SBI Mutual Fund breaks down GDP data of the April-June quarter released on August 29 and suggests what to expect in the remaining part of the fiscal year
Imagined fears in Tripura over demographic change and illegal immigration
Within the state’s BJP-led coalition there are differences on the cut-off dates that should be used if the Election Commission conducts a special intensive review, a demand of TIPRA Mohta which is a constituent of the coalition that represents tribal interests. Census data shows that demographic anxieties are overblown and their projection may have a lot to do with forthcoming local body polls
RSS at 100: Reframing dharma beyond religion and extremes
RSSFACTS: Marking its centenary, the RSS emphasises ‘Dharma’ as a way of life distinct from religion, advocating a balanced, inclusive civilisational path rooted in India’s philosophical and cultural tradition
AI's transformative impact on India's financial services
AI is reshaping financial services in India by enhancing operations, improving customer experience, and expanding access; unlocking new opportunities for startups, incumbents, and consumers across the financial ecosystem
Investors underestimate Donald Trump’s threat to the Federal Reserve, economists warn
FT survey cites fears that president’s assault has caused long-term damage to the US central bank and economy
The Eastern Window: Modi's diplomatic balancing act -- Strategic autonomy or economic pragmatism?
Prime Minister Narendra Modi's diplomatic engagement with President Xi Jinping in Tianjin marks a calculated attempt to rebuild India-China relations five years after the Galwan clash, driven by economic necessities and the need to counter aggressive US trade policies
Chart of the Day | Currency crisis: Why India's rupee is the weakest in emerging markets in 2025
The Indian rupee has emerged as the worst-performing emerging market currency as President Trump's aggressive 50 percent tariffs trigger unprecedented capital outflows and export challenges for Asia's third-largest economy
Broken health insurance shows regulatory health is weak
If fine print and failed oversight define our health insurance, can we really call it protection and assurance? If you have ever experienced a hospital mediclaim process, you will know
NHAI’s sharp decline in debt -- a shot in the arm for highway projects?
The nodal agency for highways is targeting a list of 124 projects at a cost of Rs 3.5 trillion in FY2026
Data Story: The ‘Financial Services, Real Estate and Professional Services’ sector is powering India’s uneven growth
The GVA data reveals a services-driven growth model in India that is leaving behind key job-creating sectors
Love in Tokyo — Will it help Delhi rebalance its global pivot?
India and Japan share historical ties, which have become more crucial in the current global economic flux
Why the Q1 growth surprise gives more room for India’s MPC
A stronger-than-expected GDP print gives the Monetary Policy Committee breathing space
Indians are not ‘arrogant’ and this is not ‘Modi’s war’
India’s approach to energy security, trade, and international relations is rooted in its sovereign rights, democratic principles, and commitment to peaceful progress. Navarro’s criticism that ignores these realities is counterproductive, and ultimately, it is global peace and prosperity that suffer from such divisive narratives
Legally Speaking: Insights from Fali Nariman's life
A collection of his writings published over a year after his demise represent rare reflections of a legal luminary who observed and analysed society through the lens of law and law through a broader socio-legal prism—rendering even the most mundane observations vivid and engaging
India walks the SCO tightrope at Tianjin
Meetings at The Shanghai Cooperation Organization summit may not resolve India’s disputes, but it offers a valuable stage of dialogue
Growth could taper off after large Q1 upside
India's Q1 FY2026 GDP growth exceeded expectations at 7.8%, driven by manufacturing and services, but uncertainties around tariffs, weak mining output, and delayed private investment suggest slower growth ahead
The Reading List: August 29, 2025
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read.
Vault Matters | Beginning of the end of the hype around financial services
Two mid-sized SME lenders have supposedly called off their IPO plans. An NBFC focused on education loans has yet to refile for an IPO. One of the most anticipated listings of this year, HDB Financial Services, received only a lukewarm response from investors. Does this signal a tapering of investor interest in financial services?
Presidential Reference once again brings Parliament–Judiciary supremacy tussle to the fore
An ongoing hearing in the Supreme Court on a Presidential Reference has brought to the fore the perennial tussle between legislature and judiciary on the issue of which body is supreme. The widely accepted idea is that it’s the Constitution that is supreme and higher judiciary interprets it. A deeper look at the long and yet unresolved issue follows
America’s new ‘patriotic’ capitalism
In the land of the (supposedly) free markets, government stakes and price controls are met with silence on Wall Street
Trump’s Transactional Diplomacy: Trade as leverage in conflict mediation
Trump's mediation efforts blend diplomacy and trade, seeking economic benefits for the US and allies. This transactional approach raises concerns over sustainability, conflicts of interest, and long-term peace outcomes
